Etesian Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Etesian Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Buy	29,338 +5,300	+22%	+$410K	0.66%	38
2026 Q1	$1.79M	Buy	24,038 +6,521	+37%	+$490K	0.57%	46
2025 Q4	$1.25M	Buy	17,517 +8,172	+87%	+$568K	0.39%	60
2025 Q3	$634K	Buy	9,345 +4,955	+113%	+$326K	0.21%	84
2025 Q2	$279K	Buy	+4,390	New	+$269K	0.1%	121

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Etesian Wealth Advisors's EFV Position: Q2 2026 in Review

Etesian Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 22% in Q2 2026, buying an estimated $410K and bringing the position to 29,338 shares worth $2.25M. The position accounts for 0.66% of the portfolio, ranked #38.

Etesian Wealth Advisors first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Etesian Wealth Advisors held 29,338 shares of iShares MSCI EAFE Value ETF worth $2.25M as of Q2 2026.
Etesian Wealth Advisors bought 5,300 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $410K.
iShares MSCI EAFE Value ETF made up 0.66% of Etesian Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Etesian Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.